@janrosenow.bsky.social
Professor of Energy & Climate Policy at University of Oxford Energy Programme Leader at ECI, University of Oxford Senior Research Fellow at Oriel College, Oxford Senior Associate Institute for Sustainability Leadership, University of Cambridge
Another Monday morning we wake up to energy market turbulence.
After fossil fuel prices stabilised somewhat towards end of last week they are reaching new highs and could rise further.
Renewable electricity does not as the sun & the wind don’t care much for what happens in the Strait of Hormuz.
Rising energy prices are pushing up inflation, especially in economies dependent on imported fossil fuels.
The durable solution is structural: improve efficiency, accelerate electrification and scale up renewables.
Energy policy is economic policy.
Brace yourself - energy prices may well rise quite a bit higher than last week.
08.03.2026 11:34 — 👍 231 🔁 86 💬 31 📌 17
Geopolitical turmoil in the Middle East once again shows that reliance on volatile oil and gas exposes economies to price shocks.
Renewables, electrification and storage offer more stable long term energy costs and stronger energy security.
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Donald Trump claimed there are no wind farms in China. Here are 20 of them – in pictures.
06.03.2026 09:48 — 👍 209 🔁 59 💬 8 📌 3
What will be impact of the conflict in the Middle East be on energy bills? What can we do to avoid being so exposed to international fossil fuel price volatility? I was asked these and other questions by LBC News.
www.youtube.com/watch?v=ROJ6...
Heat pump sales rose 11% in 2025 across 16 European countries, with 2.63 million units sold.
Twelve countries saw growth, largely where subsidy schemes were stabilised and electricity costs addressed.
Policy certainty and energy levies & taxation are proving decisive.
The Middle East conflict is stress testing global energy. Bloomberg sees oil at $108 in a severe escalation.
We have seen this before. The difference now is that solar and batteries are more cost competitive. Every fossil fuel spike strengthens the case for renewables on energy security alone.
Grid investment is rising fast. BloombergNEF reports record spending in 2025 of 470 to 483 billion US dollars, up 17 percent on 2024. That is the second year of double digit growth.
This reflects structural change: more renewables, electrified transport & heating + rising demand from data centres.
Over 40% of global shipping by volume exists to move fossil fuels from one place to another.
A huge share of the world's maritime infrastructure has been built around a system that is going to change dramatically as renewable energy and electrification displace fossil fuels.
Europe remains one of the economies most exposed to volatility in global energy markets.
The EU still depends on imported fossil fuels for close to 60% of its energy needs.
Among large economies, only Japan and South Korea have higher levels of energy import dependence.
